Marks believes market worry about software sector distress is excessive and outcomes will be better than expected.
“I think today, if you could if you could ascertain people's expectations, I personally think that the that the level of worry and the universality of worry with regard to software is probably excessive.”
Marks argues companies are not failing and investors paint software concerns with too broad a brush.
“It I I think there's an expectation. And and, you know, investors tend to paint things with the broad brush and not make fine distinctions.”